SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
-$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$989K
2
+$357K
3
+$285K
4
CVX icon
Chevron
CVX
+$246K
5
K
Kellanova
K
+$242K

Top Sells

1
+$213K
2
+$208K
3
+$195K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$127K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$124K

Sector Composition

1 Technology 16.14%
2 Healthcare 12%
3 Financials 9.28%
4 Consumer Discretionary 6.9%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$1.2K ﹤0.01%
10
+6
1252
$1.19K ﹤0.01%
43
+36
1253
$1.18K ﹤0.01%
6
-23
1254
$1.18K ﹤0.01%
24
+2
1255
$1.16K ﹤0.01%
21
1256
$1.16K ﹤0.01%
18
1257
$1.16K ﹤0.01%
8
+7
1258
$1.14K ﹤0.01%
+6
1259
$1.14K ﹤0.01%
28
1260
$1.14K ﹤0.01%
17
1261
$1.13K ﹤0.01%
9
1262
$1.13K ﹤0.01%
53
1263
$1.13K ﹤0.01%
17
-3
1264
$1.13K ﹤0.01%
27
1265
$1.12K ﹤0.01%
6
+1
1266
$1.12K ﹤0.01%
25
+15
1267
$1.12K ﹤0.01%
23
+13
1268
$1.11K ﹤0.01%
5
-2
1269
$1.1K ﹤0.01%
9
+7
1270
$1.09K ﹤0.01%
18
-1
1271
$1.09K ﹤0.01%
26
-1
1272
$1.09K ﹤0.01%
+275
1273
$1.08K ﹤0.01%
22
1274
$1.07K ﹤0.01%
16
-2
1275
$1.07K ﹤0.01%
30
49 50
51
52 53